When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Earnings season can move markets. Find out why.
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Earnings for All Seasons
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
In the world of finance, the effects of the "confidence gap" can be especially apparent.
LEWISFINANCIALGROUP.COM
Bridging the Confidence Gap
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
LEWISFINANCIALGROUP.COM
Certain Uncertainties in Retirement
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
LEWISFINANCIALGROUP.COM
Red Flags for Tax Auditors
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
LEWISFINANCIALGROUP.COM
Social Security: By the Numbers
In the world of finance, the effects of the "confidence gap" can be especially apparent.
LEWISFINANCIALGROUP.COM
Bridging the Confidence Gap
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
LEWISFINANCIALGROUP.COM
Investing for Impact
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
LEWISFINANCIALGROUP.COM
Retirement Redefined
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Here are eight mistakes to avoid when #saving #retirement.
LEWISFINANCIALGROUP.COM
Eight Mistakes That Can Upend Your Retirement
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
LEWISFINANCIALGROUP.COM
How Women Can Prepare For Retirement
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
LEWISFINANCIALGROUP.COM
Why Medicare Should Be Part of Your Retirement Strategy
Retirement may change your perception of investment risk.
LEWISFINANCIALGROUP.COM
Your Changing Definition of Risk in Retirement
Is there a role for both active and passive investments in your portfolio?
LEWISFINANCIALGROUP.COM
The Great Debate Continues: Active vs. Passive
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
LEWISFINANCIALGROUP.COM
What If You Get Audited?
Working in Retirement: New trend or same old story?
LEWISFINANCIALGROUP.COM
Where Will Your Retirement Money Come From?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Here are eight mistakes to avoid when #saving #retirement.
LEWISFINANCIALGROUP.COM
Eight Mistakes That Can Upend Your Retirement
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Is there a role for both active and passive investments in your portfolio?
LEWISFINANCIALGROUP.COM
The Great Debate Continues: Active vs. Passive
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
LEWISFINANCIALGROUP.COM
What If You Get Audited?
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
LEWISFINANCIALGROUP.COM
A Taxing Story: Capital Gains and Losses
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
LEWISFINANCIALGROUP.COM
The Cycle of Investing
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
Retirement may change your perception of investment risk.
LEWISFINANCIALGROUP.COM
Your Changing Definition of Risk in Retirement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
LEWISFINANCIALGROUP.COM
How Women Can Prepare For Retirement
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Just entering retirement? Here's what you need to know.
LEWISFINANCIALGROUP.COM
9 Facts About Retirement
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
LEWISFINANCIALGROUP.COM
Immediate vs. Deferred Annuities
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
LEWISFINANCIALGROUP.COM
9 Facts About Social Security
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LEWISFINANCIALGROUP.COM
Monthly Market Insights | March 2021
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
LEWISFINANCIALGROUP.COM
How Women Can Prepare For Retirement
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
LEWISFINANCIALGROUP.COM
When Should You Take Social Security
Just entering retirement? Here's what you need to know.
LEWISFINANCIALGROUP.COM
9 Facts About Retirement
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Here are eight mistakes to avoid when #saving #retirement.
LEWISFINANCIALGROUP.COM
Eight Mistakes That Can Upend Your Retirement
You face sequence of returns risk. Know what it is? #investing #investmentrisk
LEWISFINANCIALGROUP.COM
The Investment Risk No One’s Ever Heard Of
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
